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Latest Laraway Financial Advisors Inc Stock Portfolio

Laraway Financial Advisors Inc Performance:
2025 Q4: 6.35%YTD: 19.17%2024: 14.23%
Performance for 2025 Q4 is 6.35%, and YTD is 19.17%, and 2024 is 14.23%.

About Laraway Financial Advisors Inc and 13F Hedge Fund Stock Holdings

On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Laraway Financial Advisors Inc reported an equity portfolio of $153.5 Millions as of 31 Dec, 2025.

The top stock holdings of Laraway Financial Advisors Inc are AAPL, VB, VB. The fund has invested 8.3% of it's portfolio in APPLE INC and 4.6% of portfolio in VANGUARD INDEX FDS.

They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), CONSTELLATION BRAND (STZ) and INGREDION INC (INGR). Laraway Financial Advisors Inc opened new stock positions in MICRON TECHNOLOGY INC (MU), RBB FUND TRUST and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), WP CAREY INC (WPC) and J P MORGAN EXCHANGE TRADED F (BBAX).

Laraway Financial Advisors Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Laraway Financial Advisors Inc made a return of 6.35% in the last quarter. In trailing 12 months, it's portfolio return was 19.17%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc381,022
rbb fund trust335,997
exxon mobil corp277,624
advanced micro devices inc237,289
ab active etfs inc222,736
ishares gold tr211,042
New stocks bought by Laraway Financial Advisors Inc

Additions

Ticker% Inc.
vanguard bd index fds81.5
wp carey inc52.76
j p morgan exchange traded f26.27
schwab strategic tr20.93
spdr ser tr20.56
spdr ser tr17.28
vanguard index fds15.88
spdr ser tr10.1
Additions to existing portfolio by Laraway Financial Advisors Inc

Reductions

Ticker% Reduced
select sector spdr tr-50.34
select sector spdr tr-50.01
constellation brand-17.06
ingredion inc-11.87
vanguard scottsdale fds-9.06
medtronic plc-8.02
boeing co-7.47
cdw corp-7.03
Laraway Financial Advisors Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Laraway Financial Advisors Inc

Sector Distribution

Laraway Financial Advisors Inc has about 51.7% of it's holdings in Others sector.

Sector%
Others51.7
Technology18.1
Communication Services7.5
Healthcare5.6
Consumer Defensive4
Consumer Cyclical4
Financial Services3.6
Industrials3.2

Market Cap. Distribution

Laraway Financial Advisors Inc has about 48.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED51
MEGA-CAP36.8
LARGE-CAP12.1

Stocks belong to which Index?

About 47.3% of the stocks held by Laraway Financial Advisors Inc either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others52.7
S&P 50047.3
Top 5 Winners (%)%
XLB
select sector spdr tr
91.6 %
XLB
select sector spdr tr
77.5 %
WDC
western digital corp
43.0 %
LLY
lilly eli & co
39.8 %
CAH
cardinal health inc
31.0 %
Top 5 Winners ($)$
XLB
select sector spdr tr
3.0 M
XLB
select sector spdr tr
2.5 M
GOOG
alphabet inc.
1.1 M
LLY
lilly eli & co
0.8 M
AAPL
apple inc
0.8 M
Top 5 Losers (%)%
ORCL
oracle corp
-30.2 %
NFLX
netflix inc
-21.7 %
HD
home depot inc
-15.1 %
CDW
cdw corp
-14.0 %
PYPL
paypal hldgs inc
-12.6 %
Top 5 Losers ($)$
ORCL
oracle corp
-0.6 M
NFLX
netflix inc
-0.5 M
MSFT
microsoft corp
-0.3 M
META
meta platforms inc
-0.2 M
COST
costco wholesale co
-0.1 M

Laraway Financial Advisors Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Laraway Financial Advisors Inc

Laraway Financial Advisors Inc has 131 stocks in it's portfolio. About 38.9% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Laraway Financial Advisors Inc last quarter.

Last Reported on: 13 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions